Canvas Consultant (Universal Banker)

Canvas Credit Union • Denver, CO

2d • Onsite

About The Position

Canvas Credit Union is hiring a Consultant to provide members with financial guidance, service, and lending solutions. Consultants learn about members’ needs, educate them about products and services, process routine and advanced transactions, and provide excellent face-to-face service. The role also involves staying informed about financial-industry developments, sharing knowledge and business opportunities, and working collaboratively with members and teammates.

The Consultant role is described as a career foundation at Canvas, with structured training, coaching, hands-on experience, and career and pay progression through the Retail Step Program based on demonstrated skills and readiness. The role requires NMLS registration under the S.A.F.E. Act of 2008 and is subject to background reviews. Work is scheduled flexibly Monday through Saturday for 35–40 hours per week. The position uses standard office equipment and requires manual dexterity and the ability to lift files. Applications are accepted through November 10, 2026.

Requirements

• Authentic and passionate about helping others.
• Enjoy learning and interested in building a career.
• Understand financial products and services, similar to a Relationship Banker or Personal Banker.
• Comfortable recommending and processing financial products such as loans.
• Able to work well with others when things do not go as planned.
• Innovative and able to thrive on challenges.
• Able to embrace change and a fast pace.
• Obtain and maintain Nationwide Multistate Licensing System (NMLS) registration under the S.A.F.E. Act of 2008; background checks are conducted to verify registration and Canvas requirements.
• Work a flexible schedule Monday through Saturday, 35–40 hours per week.
• Use standard office equipment and meet the stated manual dexterity and file-lifting requirements.

Nice To Haves

• Service excellence awards or other recognition for service.
• An informal or formal leadership position at a current workplace.
• Interest in finding new ways to serve members and the community.
• Bilingual ability; eligible candidates may qualify for a language differential.

Responsibilities

• Learn about members and understand their financial situations.
• Educate members about ways Canvas products and services can help them afford life.
• Provide meaningful, careful, focused, and ethical lending solutions.
• Process deposits, withdrawals, transfers, and payments professionally.
• Perform advanced frontline transactions, including IRAs, CDs, and wire transfers, and handle disputes.
• Stay informed about financial-industry trends, products, services, and technological advances.
• Share knowledge about effective practices, competitive intelligence, and business opportunities.
• Work collaboratively with members and Canvas teammates.
• Provide excellent service through daily face-to-face interactions.

Benefits

• Medical, dental, and vision insurance.
• Paid vacation and sick time.
• Paid holidays and a paid wellness day.
• Paid volunteer time.
• Flexible spending account and health savings account.
• World Class 401(k) plan, with up to a 10% company contribution.
• Tuition reimbursement.
• Rate discounts on qualifying loans, including cars and houses.
• Potential eligibility for incentives or a discretionary bonus based on results.
• Structured development and career progression through the Retail Step Program.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed